BURNS WEALTH MANAGEMENT, INC. Information

9108 N. KELLEY AVE., OKLAHOMA CITY, Oklahoma, 73131, (405) 478-1971

Report Date: 12/31/2014

Position Statistics

Total Positions 155
New Positions 8
Increased Positions 43
Decreased Positions 90
Positions with Activity 133
Sold Out Positions 10
Total Mkt Value (in $ millions) 237

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 3.38%
Capital Goods 3.53%
Conglomerates
Consumer Cyclical 3.58%
Consumer/Non-Cyclical 7.47%
Energy 9.26%
Financial 37.72%
Healthcare 8%
Services 11.98%
Technology 12.32%
Transportation 1.53%
Utilities 1.17%

155 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ALEXION PHARMACEUTICALS INC COM 208 208 New 1,155
OASIS PETE INC NEW COM 204 204 New 12,522
FS INVT CORP COM 149 -74 (33.27) 14,322
NOVABAY PHARMACEUTICALS INC COM 22 New 34,679
CYTORI THERAPEUTICS INC COM 10 10 New 10,000
CALIFORNIA RES CORP COM -82 Sold Out 0
DEERE & CO COM -239 Sold Out 0
DR PEPPER SNAPPLE GROUP INC COM -620 Sold Out 0
HALYARD HEALTH INC COM -38 Sold Out 0
KINDER MORGAN INC DEL COM -1,961 Sold Out 0
QUALCOMM INC COM -2,609 Sold Out 0
RAYONIER ADVANCED MATLS INC COM -175 Sold Out 0
SPDR SERIES TRUST BRCLYS INTL ETF -275 Sold Out 0
TESLA MTRS INC COM -181 Sold Out 0
WERNER ENTERPRISES INC COM -1,475 Sold Out 0


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